Enabling Virtual Events in Veeva CRM Events Management · 2020-07-07 · management Pre-configured...

2020 Veeva Commercial & Medical Summit

Enabling Virtual Events in Veeva CRM Events

Management

Kimberly BergerSr. Director, Global CRM Events

Management Strategy

Murugesh NaiduPractice Manager, Events

Implementations

3Copyright © Veeva Systems 2020

Safe Harbor

The following is intended to outline our general product direction.

It is intended for informational purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any material, code, or functionality, and

should not be relied upon in making purchasing decisions.

Features and functions described in this document will be released commercially only

when and if they become available.

The development, release, and timing of the features or functionality of Veeva’s

products remains at the sole discretion of Veeva.


Agenda

State of Multichannel Engagement1Integrated Virtual Engagement2Overview of Veeva CRM Engage Webinar3Best Practices for Enabling Webinars 4Q&A5


Face-to-Face Calls

-41%

Live Events-79%

Life Sciences Field Engagement Global TrendsJanuary 2020 vs April 2020

Engage Meetings

+6,260%

Average Meeting Duration

20 min.

Emails Sent

+482%

Average Open Rate

38%


COVID-19 Impact on Live Events

Number of Live Events

Live Events in Veeva CRM

-79%

Jan Feb Mar Apr*


Organization

Key Factors

Customer Preference

Policy Specialty Region


Support peer-to-peer interaction when and how they want to engage

Integrated Virtual Events

FIELD MANAGED INTEGRATED COMPLIANT STANDARDIZED

• HCPs access meetings from tablet, desktop, or mobile via Engage app

• Rep schedules in Veeva CRM Events Management

• URL links sent using Approved Email

• Event launched from from Windows desktop or iPad

• Speaker sharing desktop content via Engage app


Garner the value of a fully integrated solution

CompliantIntegrated StandardizedField Managed

Optimize speaker and attendee management, and tailor events strategies based on a complete

view of interactions

Maintain budgets and regulatory requirements by tracking all events in a single

system

Create, execute, and close out events faster

Enterprise approach to streamline, simplify, and

harmonize remote engagements


An Evolving Virtual Offering

*Forward looking offering

Field Rep

Speaker

Individual Attendees

All participants remote Hybrid events*

Field Rep

Speaker

Individual Attendees

In-office Attendees

Remote Sites

Home Office

Field Rep

Welcome!12th Annual Verteo Meeting and Expo

SCAN TO SIGN-IN


Host

• Scheduling & Hosting a Session

• Invitations via Approved Email

• Approved Email RSVP Status

• Outside Territory Support

• Meeting/Attendance Tracking

• Session Recording

• Share Audio/Dial-in

• Share Video/Camera

• View Participant List

• Q&A

• Chat

Speaker

• Access Using Installed Engage App

• Desktop Screen Sharing


• Share Audio/Dial-in

• Share Video/Camera

• Q&A

• Chat

Attendees


• Talking Available Only on Installed Engage App

• Q&A

• Chat

• Raise Hand

as of April 2020

Engage Webinar Features

12Copyright © Veeva Systems 2020Copyright © Veeva Systems 2020

QR Code Self Sign-In

Welcome!12th Annual Verteo Meeting and Expo

SCAN TO SIGN-IN


QR Sign-in Flow

1 2

3

4

5

Rep creates a QR code

Attendee scans the QR Code

Attendee signs in using their device

Sign-in data is sent to Veeva CRM

Rep monitors the status

Enabling Engage Webinar


Key Considerations in Virtual Events

Organization Field Roles &Responsibilities

Training & Change Management

Data & Insights Enabling Processes Tools


Webinar Accelerated Enablement Services

Veeva Existing Customer Accelerator Veeva New Customer Accelerator

Enable existing in-person events to be virtual

Reuse existing configuration; minimal change management

Pre-configured templates, reports, QR Code sign-in and more

Deploys typically in 2 weeks for small and medium sized customers

New event flow for virtual/in-person events

Includes pre-configured industry best practice event flows for execution and approvals

Pre-configured templates, reports, QR Code sign-in, additional capabilities

Deploys typically in 5 weeks for small and medium size customers

Bundled end user virtual training Bundled end user virtual training


Accelerator Pre-Packaged Contents

StandardEvent-Process

Flows

Latest Release Features

End-User Virtual Training

Ready-for-Use Reports & Templates

Pre-Packaged Accelerator


Accelerated End User Training

• Tailored to individual customer needs

• Train on packaged event workflow from start to finish

• Quick reference card and knowledge transfer with Veeva

• 2 to 4 hour virtual webinar training

• Class sizes of up to 15

Best Practices for Conducting Virtual Events


Before the Event

Drive attendee registrations

Prepare, review attendee RSVPs

Optimize event duration, content

Approved, secure content sharing


During the Event

Start early, test audio and video

Dual monitors for desktop sharing

Lights, webcam, backgrounds

Record the event, if allowed

Interact frequently via Q&A and chat


After the Event

Follow-up Email & Survey

Share link to recording

Analyze usage metrics

Follow up on unanswered Q&A


Key Takeaways

Integrated Events Support

Intelligent Engagements

Event-type Coverage

Expanding in 2020

Accelerated Enablement

Services Available


Learn More

• Bayer: Technology and Services for the New Events EnvironmentWednesday, June 10 – 2:00 p.m.

Related Sessions

• Visit the Solutions AreaChat with Veeva expertsBook a 1:1

• Connect via BraindateMeet with other attendees on topics of interest

Connect & Learn

• Veeva Roadmap: Veeva CRM Events Management Wednesday, June 10 – 2:00 p.m.

Thank you

Thank You

Enabling Virtual Events in Veeva CRM Events Management · 2020-07-07 · management Pre-configured...

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